Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASSURANT, INC.AIZ · Entity 3387 | EVP, CTO | May 10, 2018 | May 14, 2018 |
| PACIFIC GAS & ELECTRIC CoPCG-PREF · Entity 25671 | EVP and CIO | January 01, 2024 | January 09, 2024 |
| PG&E CorpPCG · Entity 3143 | EVP & Chf Information Ofc | March 02, 2026 | March 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ASSURANT, INC.
Report date May 10, 2018 · Filed May 14, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,972.826 |
Reported balance
After 2018-05-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-05-10 · Tax withholding · Disposed 344 · Balance 21,972.826 |
| Common StockSEC Table I · non-derivative | Direct | 21,668.826 |
Reported balance
After 2018-05-10 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-05-10 · Tax withholding · Disposed 304 · Balance 21,668.826 F1: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units.
PACIFIC GAS & ELECTRIC Co
Report date January 01, 2024 · Filed January 09, 2024 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
This filing explicitly reported no securities owned.
PG&E Corp
Report date March 02, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 232,300 |
Ending reported balance
After 2026-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Grant · Acquired 15,699 · Balance 235,443 F1: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. Row 2 · 2026-03-03 · Tax withholding · Disposed 3,143 · Balance 232,300 F2: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis.
F2: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of RSUs.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 03, 2026 Filed Mar 5, 2026 00:04 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 3,143 | $19.11 | $60,062.73 |
DisclosureSEC source: 0001628280-26-014904 · wk-form4_1772669088.xml · nonDerivative · entry 2 Waghray Ajay · CIK 0001673651 · EVP & Chf Information Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,300 F2 · shares: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of RSUs. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:04 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 15,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014904 · wk-form4_1772669088.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · EVP & Chf Information Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,443 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:22 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 38,326 | $19.00 | $728,194.00 |
DisclosureSEC source: 0001628280-26-014314 · wk-form4_1772587352.xml · nonDerivative · entry 2 Waghray Ajay · CIK 0001673651 · EVP & Chf Information Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,744 F2 · shares: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of performance share units. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:22 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 83,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014314 · wk-form4_1772587352.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · EVP & Chf Information Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,070 F1 · shares: Vested performance shares granted under the PG&E Corporation 2021 Long-Term Incentive Plan for the performance cycle ended 12/31/2025. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 00:59 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 18,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-25-000031 · wk-form4_1741136356.xml · nonDerivative · entry 3 Waghray Ajay · CIK 0001673651 · EVP & Chf Information Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,786 F4 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 LTIP. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 00:59 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 37,867 | $16.34 | $618,746.78 |
DisclosureSEC source: 0001004980-25-000031 · wk-form4_1741136356.xml · nonDerivative · entry 2 Waghray Ajay · CIK 0001673651 · EVP & Chf Information Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,526 F3 · shares: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of performance share units. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 00:59 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 85,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-25-000031 · wk-form4_1741136356.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · EVP & Chf Information Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,393 F1 · shares: Vested performance shares granted under the PG&E Corporation 2021 Long-Term Incentive Plan (LTIP) for the performance cycle ended 12/31/2024. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. F2 · balance_after: 20 shares were inadvertently omitted from the reporting person's original Form 3 filed on 2/18/2022 due to an administrative oversight, and also were omitted from five Forms 4 filed by the reporting person after his original Form 3 was filed. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:26 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 20,571 | $16.60 | $341,478.60 |
DisclosureSEC source: 0001004980-24-000028 · wk-form4_1709673976.xml · nonDerivative · entry 2 Waghray Ajay · CIK 0001673651 · EVP & Chf Information Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,366 F2 · shares: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of performance share units and restricted stock units. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:26 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 44,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-24-000028 · wk-form4_1709673976.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · EVP & Chf Information Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,937 F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/2023. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:57 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 3,420 | $15.61 | $53,386.20 |
DisclosureSEC source: 0001004980-23-000049 · wf-form4_167788420114766.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · SVP & Chf Information Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,443 Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 02:49 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 32,449 | $15.83 | $513,667.67 |
DisclosureSEC source: 0001004980-23-000018 · wf-form4_167668856208640.xml · nonDerivative · entry 2 Waghray Ajay · CIK 0001673651 · SVP & Chf Information Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,937 Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 02:49 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 77,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-23-000018 · wf-form4_167668856208640.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · SVP & Chf Information Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,386 F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/2022. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. Read SEC document |
| February 15, 2023 Filed Feb 28, 2023 01:04 UTC Amendment | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 32,523 | $15.83 | $514,839.09 |
DisclosureSEC source: 0001004980-23-000035 · wf-form4a_167754626119667.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · SVP & Chf Information Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,863 F1 · shares: This amendment is being filed to correct the number of shares forfeited to cover tax withholding obligations incurred on 2/15/2023. Read SEC document |
| September 23, 2022 Filed Sep 27, 2022 22:03 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 8,646 | $12.61 | $109,026.06 |
DisclosureSEC source: 0001004980-22-000123 · wf-form4_166431620474295.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · SVP & Chf Information Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,310 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:41 UTC | PG&E Corp PCG · Entity 3143 | OtherCommon Stock | 2,222.13 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-22-000028 · wf-form4_164635087219846.xml · nonDerivative · entry 2 Waghray Ajay · CIK 0001673651 · SVP & Chf Information Ofc 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trustee of PG&E Corporation Retirement Savings Plan Disclosed balance after: 0 F1 · kind: Due to an administrative error, PG&E Corporation inadvertently contributed funds to the Company Stock Fund option in the Reporting Person's 401(k) Plan account from 10/2020 to 6/2021 representing approximately 2,222.13 shares for the Reporting Person (the Affected Shares). PG&E Corporation has determined that, consistent with IRS guidelines and the Reporting Person's then-applicable instructions, these transactions (together with any subsequent transactions in the Affected Shares) should be effectively unwound, and accordingly PG&E Corporation has instructed the plan trustee to take such actions as may be required to restore the Reporting Person's then-applicable instructions. F1 · price: Due to an administrative error, PG&E Corporation inadvertently contributed funds to the Company Stock Fund option in the Reporting Person's 401(k) Plan account from 10/2020 to 6/2021 representing approximately 2,222.13 shares for the Reporting Person (the Affected Shares). PG&E Corporation has determined that, consistent with IRS guidelines and the Reporting Person's then-applicable instructions, these transactions (together with any subsequent transactions in the Affected Shares) should be effectively unwound, and accordingly PG&E Corporation has instructed the plan trustee to take such actions as may be required to restore the Reporting Person's then-applicable instructions. F2 · balance_after: Represents the approximate number of shares of PG&E Corporation common stock held for the Reporting Person in the PG&E Corporation Stock Fund of the PG&E Corporation Retirement Savings Plan (RSP). That fund holds units consisting of PG&E Corporation common stock and a small short-term investments component. The number of shares is computed by dividing the value of the units by the daily closing price. Dividends are automatically invested in additional units at the election of the participant. These holdings have been trued up to conform to the RSP balance as of 3/1/2022. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:41 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 2,501 | $11.30 | $28,261.30 |
DisclosureSEC source: 0001004980-22-000028 · wf-form4_164635087219846.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · SVP & Chf Information Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,956 Read SEC document |
| May 10, 2018 Filed May 14, 2018 17:22 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 304 | $87.56 | $26,618.24 |
DisclosureSEC source: 0001209191-18-029919 · doc4.xml · nonDerivative · entry 2 Waghray Ajay · CIK 0001673651 · EVP, CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,668.826 F1 · balance_after: Includes restricted stock units. Read SEC document |
| May 10, 2018 Filed May 14, 2018 17:22 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 344 | $87.56 | $30,120.64 |
DisclosureSEC source: 0001209191-18-029919 · doc4.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · EVP, CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,972.826 Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:51 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 6,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020911 · doc4.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · EVP, CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,316.826 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 17:55 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 314 | $90.81 | $28,514.34 |
DisclosureSEC source: 0001209191-18-019350 · doc4.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · EVP, CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,586.826 F1 · balance_after: Includes restricted stock units. F2 · balance_after: Includes 61.978 shares and 57.848 shares acquired under the Assurant, Inc. Amended and Restated 2004 Employee Stock Purchase Plan ("ESPP") on June 30 and December 29, 2017, respectively. Read SEC document |
| May 10, 2017 Filed May 11, 2017 17:05 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 334 | $103.63 | $34,612.42 |
DisclosureSEC source: 0001209191-17-031575 · doc4.xml · nonDerivative · entry 2 Waghray Ajay · CIK 0001673651 · EVP, CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,780 F1 · balance_after: Includes restricted stock units. Read SEC document |
| May 10, 2017 Filed May 11, 2017 17:05 UTC | ASSURANT, INC. AIZ · Entity 3387 | Tax withholdingCommon Stock | 378 | $103.63 | $39,172.14 |
DisclosureSEC source: 0001209191-17-031575 · doc4.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · EVP, CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,114 Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 18:08 UTC | ASSURANT, INC. AIZ · Entity 3387 | GrantCommon Stock | 3,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020279 · doc4.xml · nonDerivative · entry 1 Waghray Ajay · CIK 0001673651 · EVP, CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,492 F1 · shares: These shares are represented by restricted stock units. F2 · balance_after: Includes restricted stock units. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.